LWL

Leo Wealth LLC Portfolio holdings

AUM $1.29B
1-Year Est. Return 19.99%
This Quarter Est. Return
1 Year Est. Return
+19.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$977M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.06M
3
+$2.84M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.78M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.44M

Top Sells

1
+$44.9M
2
+$3.07M
3
+$2.71M
4
ABBV icon
AbbVie
ABBV
+$1.4M
5
CCI icon
Crown Castle
CCI
+$1.38M

Sector Composition

1 Technology 11.8%
2 Healthcare 11.3%
3 Consumer Discretionary 3.84%
4 Consumer Staples 2.42%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.5M 0.36%
97,446
+6,728
52
$3.47M 0.35%
149,275
+7,939
53
$3.32M 0.34%
78,922
-8,485
54
$3.31M 0.34%
154,012
+3,534
55
$3.16M 0.32%
16,168
-105
56
$3.14M 0.32%
54,031
+12,580
57
$3.06M 0.31%
9,077
-27
58
$3.04M 0.31%
149,829
-93
59
$2.99M 0.31%
13,852
+5,098
60
$2.89M 0.3%
141,526
61
$2.87M 0.29%
18,665
+771
62
$2.87M 0.29%
47,541
+413
63
$2.75M 0.28%
3,790
+148
64
$2.75M 0.28%
156,217
-14,741
65
$2.7M 0.28%
54,114
+22,718
66
$2.65M 0.27%
16,259
+1,385
67
$2.59M 0.27%
5,401
+590
68
$2.59M 0.27%
13,868
+25
69
$2.59M 0.26%
108,129
+1,861
70
$2.57M 0.26%
9,871
+92
71
$2.4M 0.25%
65,035
-1,973
72
$2.36M 0.24%
43,728
-2,841
73
$2.35M 0.24%
40,723
-5
74
$2.33M 0.24%
26,744
-3,107
75
$2.31M 0.24%
14,334
+965
1 2
3
4 5